Terms of Use

Last updated July 2026

1. General information only

The information on this website is provided for general informational purposes only. It is not intended to be investment, tax, legal, accounting, insurance, estate, or financial planning advice.

You should not act or rely on website content without obtaining advice based on your specific circumstances.

2. No client relationship

Using this website, submitting a form, completing a diagnostic, booking a meeting, or communicating with Aster Wealth does not create a client relationship, advisory relationship, investment account, insurance engagement, fiduciary relationship, or obligation to provide services.

A client relationship only begins once the appropriate engagement, account, insurance, dealer, or planning documentation has been reviewed, approved, and accepted by the relevant party.

3. Separate services and licensing

Aster Wealth is a planning-led advisory brand.

Financial planning and diagnostic services are provided through Aster Wealth. Mutual fund products and related dealing services, where applicable, are offered separately through Keybase Financial Group Inc. Insurance products and related advice, where applicable, are offered separately through appropriately licensed insurance representatives.

Not all services are available in all circumstances or jurisdictions.

4. No offer or solicitation

Nothing on this website should be interpreted as an offer to sell, a solicitation to buy, or a recommendation of any investment, insurance product, strategy, or financial product.

Any product recommendation, if made, will occur only through the appropriate licensed channel and after the required client information, suitability, needs analysis, disclosure, and approval processes have been completed.

5. Accuracy and completeness

We aim to provide accurate and current information, but we do not guarantee that website content is complete, current, or free from error. Information may change without notice.

6. Third-party links

This website may contain links to third-party websites or tools. These links are provided for convenience only. We do not control and are not responsible for third-party content, privacy practices, security, or availability.

7. Limitation of liability

To the fullest extent permitted by law, Aster Wealth and its representatives are not liable for any loss or damage arising from use of this website, reliance on website content, or use of third-party links or tools.

8. Intellectual property

The content, design, text, graphics, logos, and other materials on this website are owned by or licensed to Aster Wealth unless otherwise stated. They may not be copied, modified, distributed, or used without permission.

9. Changes to these Terms

We may update these Terms of Use from time to time. Continued use of the website after changes are posted means you accept the updated Terms.

10. Contact

Questions about these Terms may be directed to:

Aster Wealth
Email: hello@asterwealth.ca